A summary of what are the most important parts of the case.
A short recommendati
A summary of what are the most important parts of the case.
A short recommendation on what the decision maker should do and why.
The case synopsis must be no longer than 1 page (it may be shorter)
Complete Investment Challenge: Step One
I already chose the stocks and ETFs. The
Complete Investment Challenge: Step One
I already chose the stocks and ETFs. They are listed in the file attached. Please provide a screenshot of the excel graph on the paper as well before the reference section. Please provide the file to the Excel sheet as well.
Begin to construct your How the Market Works (HTMW) Stock Challenge portfolio by choosing at least 10 stocks and ETFs. You must hold at least 10 stocks during the game. You may hold ETFs as well but those are not counted as individual stock investments. There is no limit on how many investments you can hold. I suggest you choose stocks from different industries or sectors to help diversify your account. It is okay to overweight certain sectors if you have a reason to believe that certain sectors will outperform in the next quarter of the year. Trading will begin based on the start date outlined in the WELCOME announcement. Please refer to the WELCOME announcement for creating your account and you will need to wait until the start of the challenge to make your first trades.
Create a stock portfolio consistent with your strategy or style that you think will outperform the S&P 500. Discuss how well you think this particular style will do given the current market environment. Also document where you found the information required to implement your strategy. You are welcome to use a stock-selection system developed by someone else (Momentum, Growth, Value, Blended, Contrarian, Tactical Allocation, or Warren Buffet are some examples). You can find examples in popular press publications like Money, Fortune, or Forbes, or on the Internet. Interviews with mutual fund portfolio managers are an excellent source of trading strategies. Your strategy does not need to be complicated. For example, maybe you decide to buy growth stocks or value stocks based on a target P/E ratio. Briefly describe your strategy and explain why you think it might beat the S&P 500 index over the time of the trading game. In any case your portfolio should include at least 10 stocks or ETFs. You are free to buy and sell stocks at any time during the game, but you must be at least 50% invested at all times. For example, buying 10 stocks and holding them until the end of the game will meet this criteria. However, a well-diversified portfolio typically requires 30 stocks. The use of ETFs could help reduce the number of required investments.
Describe your investment strategy or style that you intend to use to play the game that is consistent with your IPS. (Buy and Hold, Growth, Value, Momentum, Blended or something else).
PLEASE NOTE: HTMW does not do a great job of comparing your portfolio to the S&P 500 OR tracking your individual trades. Therefore, please set up an Excel file that you will use to compare your performance with the S&P 500.
Please use the following link to access the Morningstar XRAY. You will need to sign up for a free trial to do this.
https://www.morningstar.com/portfolio-manager
You are required to create a graph in Excel comparing your portfolio to the S&P 500. To compare the S&P 500 use the ticker “SPY”. This is for an S&P 500 Exchange Traded Fund (ETF). Yahoo finance no longer allows the S&P 500 data to be downloaded. Therefore, we will just compare to the SPY data which should very closely mirror the performance of the S&P 500 Index.
List all strategy sources and references (if any).____________________________________________
List stock selection and research criteria used (if any)._______________________________________
Company Data Resources
Valueline is another top rated research database that can be found on PSU library databases. The dashboard provides daily insights on the current market environment. You can also create a watchlist for news on the dashboard section of Valueline.
Another excellent resource under the psu databases is Hoovers. At Hoovers there is very useful industry data and companies are listed by industry sector.Summarize your reasons for your initial stock purchases.
For each stock briefly describe key factors for your decision to include the stock in the portfolio.
Create a graph in Excel or summary of your portfolio compared to the S&P 500. In your memo discuss differences and why you believe your portfolio will outperform the S&P 500 over the next quarter. List sources of information used for stock and style selection.
Please read the instructions carefully. Just explain why I chose the stocks and
Please read the instructions carefully. Just explain why I chose the stocks and ETFs I chose, and what investment strategy I have. Also explain why I believe I could outperform the S&P500. In the file section are the stocks and ETFs I chose. Additionally, there is a screenshot of my portfolio, so you can create the Excel graph seperately.
Begin to construct your How the Market Works (HTMW) Stock Challenge portfolio by choosing at least 10 stocks and ETFs. You must hold at least 10 stocks during the game. You may hold ETFs as well but those are not counted as individual stock investments. There is no limit on how many investments you can hold. I suggest you choose stocks from different industries or sectors to help diversify your account. It is okay to overweight certain sectors if you have a reason to believe that certain sectors will outperform in the next quarter of the year. Trading will begin based on the start date outlined in the WELCOME announcement. Please refer to the WELCOME announcement for creating your account and you will need to wait until the start of the challenge to make your first trades.
Create a stock portfolio consistent with your strategy or style that you think will outperform the S&P 500. Discuss how well you think this particular style will do given the current market environment. Also document where you found the information required to implement your strategy. You are welcome to use a stock-selection system developed by someone else (Momentum, Growth, Value, Blended, Contrarian, Tactical Allocation, or Warren Buffet are some examples). You can find examples in popular press publications like Money, Fortune, or Forbes, or on the Internet. Interviews with mutual fund portfolio managers are an excellent source of trading strategies. Your strategy does not need to be complicated. For example, maybe you decide to buy growth stocks or value stocks based on a target P/E ratio. Briefly describe your strategy and explain why you think it might beat the S&P 500 index over the time of the trading game. In any case your portfolio should include at least 10 stocks or ETFs. You are free to buy and sell stocks at any time during the game, but you must be at least 50% invested at all times. For example, buying 10 stocks and holding them until the end of the game will meet this criteria. However, a well-diversified portfolio typically requires 30 stocks. The use of ETFs could help reduce the number of required investments.
Describe your investment strategy or style that you intend to use to play the game that is consistent with your IPS. (Buy and Hold, Growth, Value, Momentum, Blended or something else).
PLEASE NOTE: HTMW does not do a great job of comparing your portfolio to the S&P 500 OR tracking your individual trades. Therefore, please set up an Excel file that you will use to compare your performance with the S&P 500.
Please use the following link to access the Morningstar XRAY. You will need to sign up for a free trial to do this.https://www.morningstar.com/portfolio-manager
You are required to create a graph in Excel comparing your portfolio to the S&P 500. To compare the S&P 500 use the ticker “SPY”. This is for an S&P 500 Exchange Traded Fund (ETF). Yahoo finance no longer allows the S&P 500 data to be downloaded. Therefore, we will just compare to the SPY data which should very closely mirror the performance of the S&P 500 Index.
List all strategy sources and references (if any).____________________________________________
List stock selection and research criteria used (if any)._______________________________________
Place your responses in an Excel Document. show your formulas and how you determ
Place your responses in an Excel Document. show your formulas and how you determined the answer. To get full credit – you must say more than answer YES/NO or state a number. Clearly state what part of the question you are answering (i.e,. a, b, c, etc.) 2.1 Assume that Provident Health System, a for-profit hospital, has $1 million in taxable income for 2012, and its tax rate is 30 percent. a. Given this information, what is the firm’s net income? (Net income is what remains after taxes have been paid.) b. Suppose the hospital pays out $300,000 in dividends. A stockholder, Carl Johnson, receives $10,000. If Carl’s tax rate on dividends is 15 percent, what is his after-tax dividend? 2.3 Kim Davis is in the 40 percent personal tax bracket. She is considering investing in HCA (taxable) bonds that carry a 12 percent interest rate. a. What is her after-tax yield (interest rate) on the bonds? b. Suppose Twin Cities Memorial Hospital has issued tax-exempt bonds that have an interest rate of 6 percent. With all else the same, should Kim buy the HCA or the Twin Cities bonds? c. With all else the same, what interest rate on the tax-exempt Twin Cities bonds would make Kim indifferent between these and the HCA bonds? 2.4 Jane Smith currently holds tax-exempt bonds of Good Samaritan Healthcare that pay 7 percent interest. She is in the 40 percent tax bracket. Her broker wants her to buy some Beverly Enterprises taxable bonds that will be issued next week. a) With all else the same, what rate must be set on the Beverly bonds to make Jane interested in making a switch?
King Hardware company
Research on how a recent event (e.g., a product launch, n
King Hardware company
Research on how a recent event (e.g., a product launch, new regulation) impacted a company’s balance sheet. Do a short write up 275 words on this in Word.
Describe an economic trade-off faced by the Fed in achieving its economic policy
Describe an economic trade-off faced by the Fed in achieving its economic policy objectives.
What are recognition and implementation lags? How do these influence security prices?
Why might the Fed’s monetary policy depend on the fiscal policy that is implemented?
Stock market conditions serve as a leading economic indicator. Assuming the U.S. economy is in an expansion, what are the implications of this indicator? Why might this indicator be inaccurate?
Assess the economic situation today. Is the current administration more concerned with reducing unemployment or inflation? Does the Fed have a similar opinion? If not, is the administration publicly criticizing the Fed? Is the Fed publicly criticizing the administration? Explain.
What type of organization issues commercial paper? Given the short-term nature of commercial paper, why would ratings agencies assign ratings to them?
The maximum maturity of commercial paper is 270 days. Why would an organization issue commercial paper rather than longer-term securities, even if it needs funds for a long period of time?
Assume an investor purchased a three-month T-bill with a $10,000 par value for $9,500 and sold it 45 days later for $9,600. What is the yield?
A money market security that has a par value of $10,000 sells for $8,924.70. Given that the security has a maturity of two years, what is the investor’s required rate of return?
A U.S. investor obtains British pounds when the pound is worth $1.30 and invests in a one-year money market security that provides a yield of 4 percent (in pounds). At the end of one year, the investor converts the proceeds from the investment back to dollars at the prevailing spot rate of $1.32 per pound. Calculate the effective yield.
Answer the following questions. See attachment for pas 443-445
Chapter 13
Proble
Answer the following questions. See attachment for pas 443-445
Chapter 13
Problems 2, 6 and 11 (pages 443–445)
1. Use the accompanying Excel-based budget (see Canvas) to balance the budget mi
1. Use the accompanying Excel-based budget (see Canvas) to balance the budget minus the loss of income from the state legislature. Be sure to budget for a moderate surplus in case next year’s revenues fall short of expectations or costs exceed projections. Also, make sure the gender
disparity of males’ and females’ participation opportunities is within five percentage points of each other.
2. What overall philosophies guided your decision making in balancing the budget in Question #1 above? In this regard, what priorities did you establish in advance dealing with issues such as the following:
a. Making cuts equally across all sports versus cutting more funding from some sports than others?
b. Eliminating one or more sports programs altogether to preserve the budgets of the remaining sports versus cutting expenses from many programs in order to avoid eliminating programs?
c. Making cuts in sports programs versus in administrative areas?
d. Weighing short-term versus long-term implications of cuts being made?
e. The degree to which Title IX and gender equity played a role in deciding which cuts to make?
f. Accepting the offer of a guarantee to play a football game at Mid-Sized State University versus the impact of likely adding a loss to the LSU football team’s record as a result?
3. What type of budget are you dealing with here? What are advantages and disadvantages? Use examples from the budget to illustrate your points.
4. The parameters of this case study do not allow for the alteration of the revenue figures in the Excel-based budget, but…
a. What recommendations would you suggest to Duncan (if you could) for how the athletic department could increase its revenue and maintain its fiscal health in an environment of reduced institutional funding? Make sure these are reasonable suggestions given the
circumstances and size of the institution in question.
b. Develop a Campaign Case Statement to raise money for all the capital projects plus 10 scholarships.
5. Among the many financial woes plaguing Duncan is the lingering concern about athlete compensation. Discuss the economic rationale behind paying students athletes. Would this make sense for Duncan? Why or why not?
Due diligence should address, at a minimum, the following 15 areas: legal, accou
Due diligence should address, at a minimum, the following 15 areas: legal, accounting, tax, information technology, risk and insurance, environmental, sales, operations, property, intellectual assets, finance, cross-border issues, human resources, culture, and ethics. From the article, answer the following questions.
(10 pts) In one short paragraph—and in your own words—summarize what this article is about, naming the players involved and what each did or did not do.
(5 pts) Who is Gary Gensler and what did he have to say about who is responsible for due diligence?
(5 pts) Who was found to have failed to do proper due diligence?
(5 pts) What punishments and penalties did Momentus, Stable Road, Kabot, and SRC-NI receive? What punishments and penalties is Kokorich facing in court?
(20 pts) Based upon the article and Appendix 8.1 in your text, state which of the 15 due diligence areas were most likely areas of failed—or at least inadequate—due diligence. Make sure to identify at least three areas and explain your rationale for each in detail.
(5 pts) Proper grammar, full sentences, correct spelling and punctuation, and a neat and professional format with clearly labeled answers are required.
Attached is the article.
I worked for a large company in Chicago (~$40B sales) which purchased another si
I worked for a large company in Chicago (~$40B sales) which purchased another sizable company (~$15B sales) in Detroit. Both companies had large corporate offices. The risk assessment was to determine if we should maintain two company headquarters offices. Identifying the risk was not the issue. The issue was to evaluate the pros and cons of having two corporate offices.
How do you think we mitigated the risk?